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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,511 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,383 | $101,591-43.5% | $147,096-61.0% | $74,429-22.9% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 23.08% | 8746.45%-8723.4pp | 419.75%-396.7pp | 1368.38%-1345.3pp |
| Employer contribution / active EE | $5,022 | $3,813+31.7% | $4,936+1.7% | $2,625+91.3% |
| Participant deferral / active EE | $10,122 | $7,302+38.6% | $8,071+25.4% | $4,348+132.8% |
| Admin fee / account holder | $177 | $1,750-89.9% | $13,005-98.6% | $1,944-90.9% |